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← HENRY E AND NANCY HORTON BARTELS TRUST FOR THE BENEFIT OF PUBLIC

Form 990 for tax year 2024

Filed by HENRY E AND NANCY HORTON BARTELS TRUST FOR THE BENEFIT OF PUBLIC.

Totals

Total revenue
$72,064
Total expenses
$108,457
Contributions and grants received
$0
Grants paid
$60,000
Program service revenue
$0
Investment income
$72,064
Other revenue
$0
Total assets, end of year
$2,389,037
Total liabilities, end of year
$1,187,068
Net assets or fund balances, end of year
$1,201,969
Program services expenses (Part IX)
$60,000
Management and general expenses
$48,457
Fundraising expenses
$0
Program service expenses (Part III)
$60,000

Program services were 55.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $10,745 · unrelated business $3,583 · excluded $7,162

  • 7a · Gross sales of assets other than inventory

    securities $959,152

  • 7b · Less cost or other basis and sales expenses

    securities $897,833

  • 7c · Gain or loss

    securities $61,319

  • 7d · Net gain or loss

    total $61,319 · unrelated business $76,521 · excluded -$15,202

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,000 · program services $60,000

  • 11c · Fees: accounting

    total $2,550 · management and general $2,550

  • 20 · Interest

    total $44,674 · management and general $44,674

  • 24a · Other expenses: SHORT SALE & OTHER FEES

    total $925 · management and general $925

  • 24b · Other expenses: FOREIGN TAX WITHHELD

    total $308 · management and general $308

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $507,253 · end of year $505,309

  • 11 · Investments: publicly traded securities

    beginning of year $1,685,441 · end of year $1,741,117

  • 12 · Investments: other securities

    end of year $142,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,149,200 · end of year $1,187,068

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,043,494 · end of year $1,201,969

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE GRANTS TO THE UNITED WAY OF GREATER NEW HAVEN TO FINANCIALLY SUPPORT SCHOOL DEVELOPMENT PROGRAMS AND OTHER SIMILAR PROGRAMS.

  • GRANTS TO UNITED WAY OF NEW HAVEN TO PROVIDE SUPPORT TO VARIOUS ORGANIZATIONS WHICH PROVIDE EDUCATIONAL OPPORTUNITIES AND EARLY CHILDHOOD DEVELOPMENT.

    Expenses $60,000 · Grants $60,000

As filed on the 2024 return.

Listed in Part VII

  • John B Loehmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Hart Caparulo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Philip H Bartels

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Kenneth G Bartels

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Jennifer Heath

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
2 May 2025
IRS schema version
2024v5.1
Source object
202501229349302465

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